Client Service - Client Service Associate

Kestra•Pittsburgh, PA

1d•Onsite

About The Position

The Client Service Associate (CSA) plays a pivotal role in delivering a seamless, high-touch experience across all stages of the wealth management process. The role coordinates operational and administrative workflows, supports financial planning preparation, and serves as a liaison between clients, Financial Advisors, and internal operational teams. It is suited to a detail-oriented professional who values precision, enjoys client interaction, and wants to build or advance a long-term career in wealth management, client service, or paraplanning. This is an in-office position in the Pittsburgh location. Coghill Investment Strategies provides personalized wealth management solutions through a concierge-style service model, collaborating with clients’ tax and legal advisors to manage their financial affairs. Investment portfolios are managed using traditional investment theory enhanced with global macro analysis.

Requirements

Strong organizational skills and a high degree of accuracy and reliability.
Excellent professional, empathetic, client-focused communication skills.
Ability to manage multiple priorities in a deadline-driven environment.
Ability to follow through diligently and communicate proactively.
Ability to adapt quickly in a fast-moving environment where client needs evolve.
Ability to collaborate closely with advisors and teammates.
Interest in financial planning, wealth management operations, or paraplanning.
Willingness to listen first, understand client goals, and remain sensitive to personal and family financial dynamics.

Nice To Haves

Prior experience in financial services, insurance, or investment operations is a plus.
Interest in learning about financial planning, investments, and the wealth management industry.

Responsibilities

Serve as the primary connection point between Financial Advisors and internal Operations to ensure client service needs are executed accurately and on time.
Translate advisor and client requests, including account openings, money movement, transfers, and updates, into actionable processing steps.
Prepare and gather client data for financial plans, reviews, cash-flow updates, and investment discussions.
Organize planning documents, update CRM records, and ensure materials are accurate and complete for advisor meetings.
Assist with implementing investment or planning recommendations, including updating allocations, initiating transfers, and coordinating follow-ups.
Collaborate with advisors on financial plan components, including data organization, initial analysis, and input into financial planning software as appropriate for the role and licensing.
Review client information for completeness and accuracy before planning meetings.
Track planning-related action items and follow through on investment, insurance, cash-flow, estate, and tax-coordination recommendations.
Maintain high-quality client documentation in alignment with planning and compliance standards.
Monitor client-related tasks, communicate updates, and confirm final execution.
Partner with Operations to troubleshoot issues, resolve delays, and support a smooth client experience.
Communicate with clients warmly, clearly, and professionally.
Proactively check on open items, anticipate client needs, and contribute to strong long-term client relationships.